Mary Ellen Sharpe, more affectionally known as Mimi, is the Director of Administration for Carta Wealth Planning. For over 40 years she has been serving the needs of clients and enjoys when those clients create a better financial future for themselves and their families.
Mimi provides dynamic back office support to the financial professionals of Carta Wealth Planning that often includes clients looking to her for answers on their account servicing needs. It is extremely important to her that clients know that there is an organization committed and capable of delivering unexpected value. Her role is to manage systems and processes that she hopes exceed any client expectations of service and professionalism. She looks forward to helping your family work towards their financial goals.
Mimi began her financial services career in 1985 and has been delivering excellent service ever since. She has managed numerous back office systems designed to provide an enjoyable and seamless client experience. Her positive contributions have ranged from managing agency books and records to overseeing the complete application process. She is a proud contributor to the mission of Carta Wealth Planning. Mimi resides in North Syracuse with her son Billy.
Mimi is a Notary Public and Signature Guarantor.
At Carta Wealth Planning, we are dedicated to helping you:
- Identify your goals
- Analyze your current program
- Develop a comprehensive written financial plan based on sound advice
- Implement that plan
- Update the plan on a regular basis
Best of all, we have never lost sight of one essential element- personal service. The true value of your planning is measured by the service you receive AFTER your plan is implemented.